CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

Last Modified

2025-03-03

Update Frequency

Aperiodically

Format

PDF

TrendForce indicates that CSPs continue to actively invest in in-house AI ASICs, and the emergence of DeepSeek will further catalyze this trend. Although NVIDIA GPUs remain the mainstream for AI servers, both North American and Chinese CSPs are accelerating in-house ASIC development to improve performance, reduce costs, and lessen reliance on external suppliers. ASIC AI servers are projected to reach a 29% market share by 2028, with a market value of US$41 billion.

＜Total Pages：8＞

Sector: Semiconductors

Tag: ASIC AI Chip AI Server Competitive Landscape CSP Market Share Market Size Supply Chain NVIDIA DeepSeek

Spotlight Report

Selected TopicsRelated Reports

AI Server Value Surges on Pricing and Capex Boom

2026/10/08

AI/HBM/Server

PDF

US Data Center Buildout Faces Midterm Risks

2026/10/07

AI/HBM/Server

PDF

2027 Global Semiconductor Equipment Outlook: AI Computing and Export Controls Reshape the Landscape

2026/10/07

Semiconductors

PDF

Demand for High-Density AI Compute Raises Complexity of Cooling Technologies: Thermal Management Extends from Racks to 3D IC Packaging

2026/09/22

Computer System

PDF

2027 NAND: Enterprise SSD Soars, Consumer Stalls

2026/09/16

NAND Flash

PDF

2026 New CPO Battleground: TSMC's COUPE Roadmap Signals Opportunities for FAU Coupling Equipment

2026/09/16

Semiconductors

PDF

Download Report

USD

2,000

Membership

Selected Topics
Selected Topics-TF-0045_CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

Popular Keywords

Research Reports

2,000